Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.87B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.1M
3
+$14.1M
4
BND icon
Vanguard Total Bond Market
BND
+$14M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$13.7M

Top Sells

1
+$24.1M
2
+$10.1M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$9.87M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.43M

Sector Composition

1 Technology 5.47%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.06M 0.05%
74,344
+11,171
377
$4.04M 0.05%
38,744
-1,809
378
$4M 0.05%
345,461
+31,850
379
$3.99M 0.05%
129,009
+105,976
380
$3.98M 0.04%
30,554
-638
381
$3.97M 0.04%
419,370
+41,268
382
$3.96M 0.04%
87,452
+44,076
383
$3.96M 0.04%
8,743
+508
384
$3.96M 0.04%
126,008
+68,023
385
$3.95M 0.04%
11,468
+2,166
386
$3.95M 0.04%
26,104
+900
387
$3.93M 0.04%
76,578
-12,943
388
$3.9M 0.04%
89,846
-3,719
389
$3.87M 0.04%
137,385
+62,904
390
$3.84M 0.04%
135,627
+15,959
391
$3.81M 0.04%
52,517
+1,823
392
$3.8M 0.04%
+399,192
393
$3.79M 0.04%
130,498
+29,662
394
$3.78M 0.04%
37,652
+1,531
395
$3.78M 0.04%
25,977
+3,338
396
$3.76M 0.04%
58,875
+1,209
397
$3.75M 0.04%
108,114
-1,645
398
$3.75M 0.04%
228,058
+38,871
399
$3.74M 0.04%
65,277
+3,302
400
$3.73M 0.04%
81,370
+9,239
14 15
16
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